Micron skips G10 for G11 NAND
Micron is moving directly to 400+ layer NAND flash for significantly higher bit density.
🟢 HPE — 2026-10-22
ddNews · news about Hewlett Packard Enterprise (HPE) — products, AI,
Valuation Shift
Analysts are re-evaluating HPE's market value following the launch of the AI Factory and frontier computing initiatives.
Nvidia Minerva Launch
New AI operations software designed to detect failing components in massive AI data centers.
IBM Sovereign AI Growth
IBM reports a rebound in infrastructure revenue driven by the "sovereign AI" tailwind.
HPE expands Private Cloud AI
The solution now supports mixed Nvidia hardware clusters and introduces the Vera CPU rack to enhance agentic AI capabilities.
SiPearl Rhea2 EU-CPU details revealed
The next European CPU will feature 140 Neoverse-V3 cores and DDR5-12800 support.
HPE, Nvidia, and Schneider Electric launch Industrial AI Agents
A strategic collaboration to deploy "Physical AI" agents at the edge for process industries.
Meta commits $825B to AI infrastructure
Massive future lease and contract commitments for data centers and computing power.
1Password enables AI agent authentication
New platform allows agents from OpenAI, Meta, and others to sign in to accounts without seeing passwords.
AI Factory for Regulated Sectors
HPE updates its Nvidia-powered AI Factory with enhanced security and governance for highly regulated industries.
Nvidia DGX Station for Windows
A Windows-based DGX Station will be available via OEM partners in December, priced between 100k and 150k Euros.
Infineon and Nvidia 800VDC tech
Development of gallium nitride power conversion for high-density data center racks.
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HPE, Nvidia, and Schneider Electric partner for Industrial AI
The trio is collaborating to develop specialized AI agents for industrial operations and manufacturing.
AI Factory updates for regulated sectors
HPE is enhancing security, governance, and operational control for enterprise AI deployments.
T-Mobile achieves world-first AI-RAN call
Completed in collaboration with Nokia and Nvidia from a commercial cell site.
New governed APIs for Private Cloud AI
HPE introduces APIs at GTC Berlin to help developers and ISVs accelerate inference and model refinement.
Anthropic previews Claude Duet
A new agentic AI app that allows the assistant to continue working in the background while the user is away.
Nvidia Vera Rubin available on Google Cloud
High-end infrastructure accessible via A5X instances starting next month.
HPE, NVIDIA, and Schneider Electric launch Industrial AI Agents
A strategic collaboration to accelerate "Physical AI" for process industries via edge-based AI agents.
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HPE deploys fanless computer to the Moon
The Spaceborne Computer-4 is conducting the first AI inference benchmarks on the lunar surface via the Astrolab FLIP rover.
Walter So on data sovereignty
HPE leadership discusses the increasing complexities of data privacy and sovereignty laws affecting AI deployment.
HPE, Nvidia, and Schneider Electric partner for Physical AI
A strategic collaboration to accelerate the adoption of Physical AI specifically for process industries.
HPE to adopt Nvidia DSX POD
HPE is among the hardware makers implementing Nvidia's new AI reference architectures, with shipments expected early next year.
Anthropic launches Claude Duet
A new proactive AI agent running on Opus 5.5 enters the 2026 agentic AI race.
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Super Micro surge impacts HPE and Dell
Analysts are revising price targets and outlooks for HPE following strong revenue boosts at Super Micro.
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ServiceNow reduces network incidents by 90%
The company achieved a massive drop in incident volume after migrating to HPE Juniper Mist AI.
Schneider Electric, NVIDIA, and HPE launch Industrial Edge AI Agents
A strategic collaboration to provide platforms for continuous monitoring and optimization of industrial operations.
Photon Bridge laser production
€10M raised to mass-produce lasers for optical links inside AI data centers, targeting 2027.
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Super Micro forecast boosts AI sector
Strong revenue forecasts from Super Micro signal robust overall demand for AI data center infrastructure, benefiting peers like HPE.
HPE supercomputer headed to the Moon
In partnership with NASA and Astrolab, the Spaceborne Computer-4 will perform AI inference on the FLIP rover.
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Strategic collaboration with Schneider Electric and NVIDIA
A three-way partnership to accelerate "Physical AI" and edge AI agents specifically for process and heavy industries.
Hetzner launches Blackwell GPU servers
quality(80)/p7i.vogel.de/wcms/27/7b/277b8cfd6db90a0a4cee169f85987e06/0134062719v2.jpeg) — The new GEX430 server features four Blackwell GPUs and 384 GB VRAM for large language model hosting.
BT trials AI-RAN with Nokia and Nvidia
BT is bolstering its 5G Standalone footprint with AI-RAN trials scheduled for next year.
Supermicro surge signals robust AI demand
SMCI's $4B forecast shift positively impacts peers Dell and HPE.
Intel restarts US factory push
Intel is installing equipment at Fab 62 (Phoenix) and Ohio sites to meet rising AI chip demand.
Google and Nvidia plan massive AI clusters
GTC Berlin announcements include Vera-Rubin systems for agentic AI clusters with up to 960,000 GPUs.
HPE and NVIDIA advance Secure Agentic AI
New innovations in the HPE AI Factory with NVIDIA portfolio enable secure deployment of autonomous AI across hybrid and sovereign environments.
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Strategic collaboration with Schneider Electric and NVIDIA
A new partnership aims to accelerate "Physical AI" for process and heavy industries, focusing on industrial AI agents at the edge.
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NVIDIA partnership boosts stock
Strong industry signals and the deepening NVIDIA alliance are driving positive momentum for HPE shares.
Enhanced secure on-premises AI deployment
HPE and Nvidia are expanding their partnership to provide secure, regulated industry AI deployments via Private Cloud AI.
HPE stock rises on Agentic AI expansion
Shares climbed following the announcement of expanded tools and infrastructure for enterprise AI agents.
Nvidia targets zero-water cooling
The DSX platform is being expanded with a non-evaporative cooling architecture to eliminate water consumption.
Microsoft expands Sovereign Cloud
quality(80)/p7i.vogel.de/wcms/03/46/034661c83f1ae217a71d8074361cc8c4/0134046992v1.jpeg) — Azure introduces new sovereignty features, including Confidential Clean Rooms and a Sovereign Control Panel.
Nvidia secures supply chain for CPO
To avoid bottlenecks, Nvidia is aggressively expanding capacities for substrates, packaging, and Co-Packed Optics.
Cybersecurity becomes a board liability
quality(80)/p7i.vogel.de/wcms/3d/a5/3da57dba2712635627b934a0d5042a8f/0133854177v2.jpeg) — New regulations including the EU AI Act and NIS2 are shifting cybersecurity from a technical choice to a legal mandate for executives.
Equinix launches liquid-cooled AI testing
The colo giant is introducing specialized environments for high-heat AI workloads across four data centers.
Nvidia DSX Pod "AI Factory" in a container
Pre-fabricated, containerized AI factories based on the Vera-Rubin platform aim to accelerate data center deployment.
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Expansion of AI infrastructure portfolio
HPE is further integrating NVIDIA technologies to scale its enterprise AI hardware offerings.
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HPE Private Cloud AI expands hardware offering
New additions include MCP servers, mixed H200/RTX PRO 6000 clusters, and an NVIDIA Vera Rack with 256 CPUs.
ServiceNow and Nvidia launch Arc
A new AI agent for enterprise designed with multi-layer real-time security checks.
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HPE and Nvidia advance Secure Agentic AI
New innovations in the HPE AI Factory with NVIDIA portfolio enable secure deployment of autonomous AI agents across hybrid and industrial environments.
SASE for enhanced cybersecurity
quality(80)/p7i.vogel.de/wcms/f7/6f/f76f35c5dc223c50327316080e2a4084/0133652162v1.jpeg) — Recent network attacks underscore the need for SASE (Secure Access Service Edge) to replace vulnerable classical network architectures.
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HPE Alletra Storage Server 4210
New hardware addition to the Alletra storage portfolio.
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HPE targets refurbished hardware market
The company is positioning itself to meet the increasing demand for used enterprise hardware.
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Schneider Electric, NVIDIA, and HPE partner for Physical AI
A strategic collaboration to accelerate the adoption of Physical AI and AI agents at the edge for process and heavy industries.
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HPE reports record Q3 2026 earnings
The company saw record revenue, gross margin, and operating profit driven by exceptionally strong demand and a record backlog.
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HPE Spaceborne Computer-4 heads to the Moon
The compact supercomputer will perform AI inference on board Astrolab's FLIP rover.
Shift toward private AI infrastructure
quality(80)/p7i.vogel.de/wcms/7d/bf/7dbfd1f6386dae6bf8f3852551b84e89/0133876016v1.jpeg) — Industry analysis highlights a growing trend of enterprises moving toward own-infrastructure to reduce costs and dependencies on external AI providers.
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Spaceborne Computer-4 Moon Mission
HPE's fanless server is performing AI inference on the moon via the Astrolab FLIP-rover.
Enclaive integrates Confidential Computing
quality(80)/p7i.vogel.de/wcms/e5/d2/e5d261c6fb109bafcd0d600c3acef54c/0134008099v1.jpeg) — New verifiable VM firmware combines shielded runtimes and key management for protected AI processes in foreign infrastructures.
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Westcon-Comstor becomes HPE distributor
The partnership expands HPE's distribution reach across Germany and Switzerland.